Fund investment: medicine and medical sector, is the pain in the hearts of many people, in the end how to do ah, gods
Just now, I saw that the fund blogger "Old Poplar Talks About Kiki", ready to dry the position from 170,000 to 200,000. Whether this operation is right or not, whether it should be emulated or not, I will not comment too much here.
After all, this is someone else's business, we just look at the lively melon eating masses, take a look, grin, soothe the nerves, and get over it.
Here are a few points I want to say, write them out, and refer to them together.
First, the pharmaceutical and medical sector has completely deteriorated. In the short term, don't get too much fanciful and expectant.
Second, the pharmaceutical and medical sector, since the second half of last year, has been falling more than once, and has been continuously adjusted sharply, and the adjustment range has reached about 30% to 40%. To this day, it is still falling sharply, and there is no sign of slowing down at all.
Third, the pharmaceutical and medical sector has entered a vicious circle. The fund manager is forced to throw out chips and withdraw funds to cope with increasing redemption pressure.
Fourth, the hospital medical sector, suppressed by the policy side, for a while and a half, can not lift the "tight curse"; the main reason: the industry that conflicts with the interests of the people's livelihood can only break the wrist of the hero. Although the medical and medical sector is not as completely cool as the education and training sector, it can never be turned over; however, the problem is enough to choke, after all, it conflicts with the interests of people's livelihood.
Fifth, the pharmaceutical and medical sector, there is no performance support, there is no new market expectations; an industry or a plate, these two are not, and there is no big money willing to go in and speculate again, not cold to blame, not cool to the end, that is strange.
Sixth, recently, entering the pharmaceutical and medical sector, are those self-help funds that have serious losses or are deeply trapped. This kind of money is a drop in the bucket, and it simply cannot support such a huge industry. It's just, just hilarious, it doesn't help at all.
Finally, in the face of losing the upward trend of the industry or sector, temporarily put aside, slow down, do not blindly add investment, look at the future development of the market, and then make plans, may be a more sensible investment strategy. The same is true for the pharmaceutical and medical sector.
